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Pension Funds Management

Institutional investors turn to Herndon Capital Management for a specialized approach to large capitalization equity strategies.

Growing to over $8.95 billion* in assets under management since the founding in 2001, Herndon Capital Management is set apart by its research, performance, and the caliber of institutional client relationships they maintain.

*As of March 31, 2013

Managers Making a Difference

In “The Information Age,” the variables measuring performance are growing to staggering numbers. Experience of the management team at Herndon Capital has allowed the team to remain focused.
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Pension Funds Management

Large Cap Focus

Herndon Capital’s strategies are rooted in fundamental, bottom-up research of large-cap companies. Our portfolio managers are well-equipped to recognize subtleties often overlooked by other investment professionals.

For investors pursuing broader access across the capitalization spectrum, Herndon offers a strategy designed to complement the large caps. Our Mid Cap Value portfolio utilizes the same investment philosophy and processes that have made our large cap value portfolio successful.

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Investment Strategies

Large Cap Value

We look for broken stocks not broken companies. Our value philosophy preaches that true value is defined by companies that trade at a discount to what their fundamentals merit.